| Gravity Forms is a third-party form builder for WordPress websites. These forms can integrate into SharpSpring. This article will detail how to integrate Gravity Forms.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | |||||
| Marketing Managers | |||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Important Information Regarding Connection
Refer instead to Connecting Gravity Forms if you have not yet connected Gravity Forms with this tool. Continue reading this document only if you have previously connected Gravity Forms with this tool.
Regarding Integrated Code
| Running the following generated code or your entire functions.php file through a .PHP validator will decrease the risk of a crash, but it will not catch everything. For more information on .PHP validation, refer to https://phpcodechecker.com/ |
Note: SharpSpring offers Professional Services to assist with custom coding.
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This integration tool is provided as-is to assist with the setup of integrating Gravity Forms, but this may run into complications due to the configuration within Gravity Forms. This includes, but is not limited to:
- A non-standard Gravity Forms configuration
- Other plugins that interfere
- Additional parameters outside of SharpSpring's control
If native form code has been placed on the page already, it should be removed. This .PHP code replaces its function.
Be aware that this process will ultimately replace the Native Form embed code provided by SharpSpring. Because of this, SharpSpring's Native Form code should not be added to the page.
The .PHP code added through this process will cause Gravity Forms to send the data to SharpSpring instead. If SharpSpring Native Form code is present on the page, it will cause conflicts.
Generating Form Codes
To integrate Gravity Forms, you will need access to your SharpSpring and Wordpress accounts. Also, you must be using Gravity Forms on your site in order for this integration to work. Refer to For Developers: Integrating Gravity Forms for developer instructions.
To obtain a form code from Gravity Forms, do the following:
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Important: Some themes may hide access to the functions.php file. It can also be accessed using FTP. Contact your website administrator if you do not see the functions.php file.
Additionally, FTP access is recommended in case the functions.php file needs to be reverted, as incorrect code here can make the site inaccessible except from FTP. Pay close attention to the code that you add to functions.php. If you add incorrect code, you may be locked out of your Wordpress account. Create a backup of your current functions.php before making these changes and be prepared to replace it via FTP if needed. |
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Note: Field labels should not contain special characters or accented numbers.
Labels should contain only the following: • Capital letters (A-Z) • Lowercase letters (a-z) • Numbers (0-9) • Spaces • Dashes • Underscores Also, field names here do not need to match the field names within Gravity Forms. |
Actions > Embed Code.
Adding Gravity Forms to Wordpress
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Once you have generated a Gravity Form code, you can add the form to Wordpress. To add a Gravity Form to Wordpress, do the following:
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1: Denotes the Editor menu location. |
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Important: Changes to the functions.php file in Wordpress can result in your site crashing. Be sure you have FTP access in order to backup and revert to your old functions.php file if needed.
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